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Current Employers
Rehmann Wealth

4086 Legacy Parkway, Lansing, MI 48911-4261 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2010-05-26
OH RA APPROVED 2010-04-15
  • MI RA
    APPROVED
    Since 2010-05-26
  • OH RA
    APPROVED
    Since 2010-04-15

Branch Locations

675 Robinson Rd, Jackson, MI 49203 • United States

4086 Legacy Parkway, Lansing, MI 48911-4261 • United States

555 Briarwood Circle Suite 300, Ann Arbor, MI 48108 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rehmann Financial Jackson MI 05/2001 Present
Royal Alliance Associates Jackson MI 02/2010 12/2017
Rehmann Financial Network, Llc Lansing MI 01/2017 Present
  • 05/2001 → Present
    Rehmann Financial
    Jackson, MI
  • 02/2010 → 12/2017
    Royal Alliance Associates
    Jackson, MI
  • 01/2017 → Present
    Rehmann Financial Network, Llc
    Lansing, MI
Other Businesses

1) REHMANN INSURANCE GROUP - INVESTMENT RELATED: YES; ADDRESS: 555 BRIARWOOD CIRCLE SUITE 300, ANN ARBOR, MI 48108; NATURE: LLC; POSITION: LICENSED PRODUCER; START DATE: 05/2001; HOURS PER MONTH: 10; SECURITIES HOURS PER MONTH: 10; DUTIES: WORK AS AGENT TO PROVIDE FIXED INSURANCE SOLUTIONS IN THE LIFE, DISABILITY, ACCIDENT AND HEALTH MARKETS 2) REHMANN FINANCIAL; INVESTMENT RELATED: YES; ADDRESS: 555 BRIARWOOD CIRCLE, SUITE 300, ANN ARBOR, MI 48108; NATURE: INDEPENDENT RIA POSITION: FINANCIAL ADVISOR; START DATE 05/15/01; 120 HRS; SECURITY HRS 120; DUTIES- FEE BASED FINANCIAL PLANNING AND INVESTMENT ADVISORY SERVICES TO MY CLIENTS. 3) REHMANN FINANCIAL NETWORK, LLC POSITION: Registered Rep NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2017 ADDRESS: 4086 Legacy Parkway, Lansing MI 48911 DESCRIPTION: REGISTERED REP 4) DISABILITY CONNECTIONS JOINT FINANCE COMMITTEE: INVESTMENT-RELATED: NO; ADDRESS: 409 LINDEN, JACKSON, MI 492023; NATURE: 501C3; POSITION: AT LARGE BOARD MEMEBER; START DATE: 7/1/2022; HRS PER MONTH: 1; SECURITIES HRS PER MONTH: 1; DUTIES: AT LARGE BOARD MEMBER

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-09-30
S63 Uniform Securities Agent State Law Examination 1992-06-05
  • S65 Uniform Investment Adviser Law Examination
    1998-09-30
  • S63 Uniform Securities Agent State Law Examination
    1992-06-05
Designations

View on SEC IAPD

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